Skip to content
Disclosery

EverSource Wealth Advisors, LLC: REG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EverSource Wealth Advisors, LLC on REG, newest first. How the timeline and the estimate are built.

EverSource Wealth Advisors, LLC held 761 REG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 761 shares
    Change vs previous 13F -66 shares

    <0.01% of the 13F portfolio, value $60,683.

    13F-HR 0001710537-26-000007 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 827 shares
    Change vs previous 13F +14 shares

    <0.01% of the 13F portfolio, value $62,571.

    13F-HR/A 0001710537-26-000006 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 813 shares
    Change vs previous 13F +339 shares

    <0.01% of the 13F portfolio, value $56,121.

    13F-HR 0001710537-26-000001 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 474 shares
    Change vs previous 13F -96 shares

    <0.01% of the 13F portfolio, value $34,555.

    13F-HR 0001710537-25-000009 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 570 shares
    Change vs previous 13F +399 shares

    <0.01% of the 13F portfolio, value $40,601.

    13F-HR 0001710537-25-000006 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 171 shares
    Change vs previous 13F +103 shares

    <0.01% of the 13F portfolio, value $12,613.

    13F-HR 0001710537-25-000003 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 68 shares
    Change vs previous 13F +19 shares

    <0.01% of the 13F portfolio, value $5,026.

    13F-HR 0001710537-25-000001 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 49 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,539.

    13F-HR 0001710537-24-000010 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).